According to the Korea Economic Forum, Apple (AAPL.O) and Japan’s Kioxia have signed a long-term NAND flash supply agreement. The report says the contract could run 3–5 years and may not include a price cap. If confirmed, the deal would suggest Apple is prioritizing guaranteed NAND supply over additional cost compression despite its strong bargaining position in memory pricing.

2026-09-08

According to the Korea Economic Forum, Apple (AAPL.O) and Japan’s Kioxia have signed a long-term NAND flash supply agreement. The report says the contract could run 3–5 years and may not include a price cap. If confirmed, the deal would suggest Apple is prioritizing guaranteed NAND supply over additional cost compression despite its strong bargaining position in memory pricing.